Total Returns (%)
| Time Period Return (Annualized) | Calendar Year Return | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
YTD Year to date | 1Y 1 Year | 3Y 3 Years | 5Y 5 Years | 10Y 10 Years | 2023 Calendar year 2023 | 2022 Calendar year 2022 | 2021 Calendar year 2021 | 2020 Calendar year 2020 | 2019 Calendar year 2019 | |
Fund | 5.22% | 15.81% | 9.68% | 9.11% | 7.37% | 17.62% | -7.17% | 18.00% | 2.12% | 22.35% |
Benchmark | 4.33% | 13.80% | 5.22% | 6.96% | 6.53% | 15.74% | -10.67% | 8.97% | 8.01% | 16.27% |
Quartile Ranking | 2 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 3 | 1 |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 53.72 +4.19% increase on 02/28/24 | Period Open:53.92 | 56.00 -0.05% decrease on 03/27/24 | +2.05 (+3.80%) increase since 02/27/24 |
3-Month | 50.59 +10.63% increase on 01/17/24 | Period Open:51.53 | 56.00 -0.05% decrease on 03/27/24 | +4.44 (+8.62%) increase since 12/27/23 |
52-Week | 46.42 +20.57% increase on 03/28/23 | Period Open:46.62 | 56.00 -0.05% decrease on 03/27/24 | +9.35 (+20.06%) increase since 03/27/23 |